|
1801
|
WMS Partners
Towson,
Maryland
|
$338K
|
+$15.1K
|
+70
|
+5%
|
|
|
1802
|
Rockland Trust
Hanover,
Massachusetts
|
$334K
|
-$15.1K
|
-70
|
-4%
|
|
|
1803
|
TCI Wealth Advisors
Tucson,
Arizona
|
$334K
|
+$30.1K
|
+140
|
+10%
|
|
|
1804
|
Powers Advisory Group
Highland,
Illinois
|
$334K
|
+$135K
|
+627
|
+66%
|
|
|
1805
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$333K
|
–
|
–
|
–
|
|
|
1806
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$333K
|
+$8.18K
|
+38
|
+2%
|
|
|
1807
|
Cobblestone Capital Advisors
Rochester,
New York
|
$331K
|
–
|
–
|
–
|
|
|
1808
|
Chiron Capital Management
Tallahassee,
Florida
|
$331K
|
+$335K
|
+1,557
|
New
|
|
|
1809
|
Waypoint Wealth Partners
Mill Valley,
California
|
$330K
|
-$35.1K
|
-163
|
-9%
|
|
|
1810
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$330K
|
+$74.9K
|
+348
|
+29%
|
|
|
1811
|
Cypress Point Wealth Management
Dallas,
Texas
|
$328K
|
–
|
–
|
–
|
|
|
1812
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$327K
|
-$11.8K
|
-55
|
-3%
|
|
|
1813
|
Silver Oak Securities
Jackson,
Tennessee
|
$327K
|
+$357K
|
+1,658
|
New
|
|
|
1814
|
Global Retirement Partners
San Rafael,
California
|
$327K
|
+$448K
|
+2,081
|
New
|
|
|
1815
|
Wealth Architects
Mountain View,
California
|
$326K
|
+$14K
|
+65
|
+4%
|
|
|
1816
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$325K
|
-$16.1K
|
-75
|
-5%
|
|
|
1817
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$325K
|
+$88.7K
|
+412
|
+37%
|
|
|
1818
|
Gamble Jones Investment Counsel
Pasadena,
California
|
$322K
|
-$194K
|
-900
|
-37%
|
|
|
1819
|
Pegasus Partners
Mequon,
Wisconsin
|
$322K
|
-$4.74K
|
-22
|
-1%
|
|
|
1820
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$320K
|
-$88.9K
|
-413
|
-21%
|
|
|
1821
|
Mengis Capital Management
Portland,
Oregon
|
$320K
|
-$4.74K
|
-22
|
-1%
|
|
|
1822
|
Northeast Investment Management
Boston,
Massachusetts
|
$319K
|
+$8.39K
|
+39
|
+3%
|
|
|
1823
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$319K
|
+$10.8K
|
+50
|
+3%
|
|
|
1824
|
Blue Barn Wealth
Orem,
Utah
|
$319K
|
+$12.3K
|
+57
|
+4%
|
|
|
1825
|
&Partners
Nashville,
Tennessee
|
$319K
|
+$40.9K
|
+190
|
+14%
|
|
